GEO Investing

Last week was a busy one for microcap earnings reports. Along with 17 companies from our model portfolio and Research Screen universe, we also found additional stocks to add to our potential research pipeline based on their strong earnings reports. These included Clarus Corporation (NASDAQ:CLAR), Docebo Inc. (NASDAQ:DCBO), Diodes Incorporated (NASDAQ:DIOD), Entravision Communications Corp (NYSE:EVC), and 21 other stocks.

It was also nice to see Mueller (paul) Co. (OTCID:MUEL) bounce back with a strong quarter as we wait for a second multibagger move, particularly as the company begins benefiting from the reshoring of U.S. pharmaceutical manufacturing back to the United States.

Another major development this week was Hammond Manufacturing Company L (OOTC:HMFAF) (TSX:HMM-A) announcing a significant manufacturing capacity expansion alongside record quarterly financial results.

Additionally, Tim Isgro of The Owner’s Memo was my latest guest on our new Q&A-style Skull Session. He discussed his work studying the investments of some of the world’s greatest investors, including Li Lu, Mohnish Pabrai, and Eddie Lampert. With markets pulling back, it’s a great time to reflect on the habits of some respected investors. Tim also shares a few of his favorite stocks.